Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.48B
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,675
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$50.4M
3
+$40.5M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$31.3M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$24.2M

Top Sells

1
+$86.5M
2
+$30M
3
+$25.7M
4
BND icon
Vanguard Total Bond Market
BND
+$21.8M
5
PWV icon
Invesco Large Cap Value ETF
PWV
+$18.8M

Sector Composition

1 Healthcare 4.33%
2 Consumer Staples 4.25%
3 Industrials 3.9%
4 Energy 3.75%
5 Financials 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$513K 0.01%
+6,858
752
$512K 0.01%
27,147
+380
753
$511K 0.01%
3,665
+113
754
$509K 0.01%
16,314
+737
755
$508K 0.01%
20,220
-6,468
756
$506K 0.01%
+22,470
757
$503K 0.01%
39,953
+2,153
758
$503K 0.01%
14,440
+280
759
$499K 0.01%
+3,174
760
$494K 0.01%
117,058
-100
761
$494K 0.01%
3,321
+2,453
762
$493K 0.01%
18,922
-2,068
763
$492K 0.01%
9,137
+1,678
764
$491K 0.01%
26,852
-3,438
765
$490K 0.01%
98,794
+5,612
766
$489K 0.01%
12,381
-237
767
$488K 0.01%
+18,861
768
$487K 0.01%
13,805
+35
769
$487K 0.01%
+15,598
770
$485K 0.01%
50,557
+12,275
771
$480K 0.01%
26,966
+15,580
772
$477K 0.01%
7,443
-450
773
$477K 0.01%
+11,859
774
$477K 0.01%
42,147
-5,800
775
$476K 0.01%
7,220
+172
29 30
31
32 33